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  • Dec 17, 2014
    blog

    The Daily Brief: The Case Against Technology in Investing

    Anyone with a computer and an E-Trade account can trade stocks these days, but is that actually a good thing? Cullen Roche, the founder of Orcam Financial Group, argues that technology is adding to the "get rich quick" mentality of investors, who are ignoring the long-term....More
  • Dec 16, 2014
    blog

    The Daily Brief: A Bullish Anniversary

    Twenty-five years ago Monday, New York sculptor Arturo Di Modica delivered "Charging Bull" to Wall Street, where it became an icon of investment prowess. It was not well received at the time....More
  • Dec 15, 2014
    blog

    The Daily Brief: Check Your Credentials

    If you're reading this, odds are you aren't the problem, but there are plenty of folks out there posing to be financial advisors and using a wide variety of defunct, outdated or nonexistant credentials to get their hands on other people's money....More

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